UNIVERSITY OF CALGARY Information Technologies PROFILES DRUPAL 7 WEB CONTENT MANAGEMENT

Transcription

1 UNIVERSITY OF CALGARY Information Technologies PROFILES DRUPAL 7 WEB CONTENT MANAGEMENT

2 Table of Contents Adding Profiles... 1 Displaying the People Page... 8

3 Profiles Drupal 7 Web Content Management The Profile feature allows you to create individual profiles for people in your faculty, department, group, or unit. These Profiles may include a photograph and a variety of information pertaining to the individual. Only the options used will be displayed on the Profile. A master contact list may then be used as a group directory with a clickable index. Adding Profiles 1. Hover over Content in the Administration menu. Move down to Add content and then click the Profile option that appears. Note: If you do not see Profile listed under Add content, contact the WCM Support team to request the Profile feature be activated on your site. To do so, go to When creating a Profile, you will find four sub- tabs. Each one contains many fields. Not all fields will apply to each individual you add. Simply leave the fields that do not apply blank and they will not appear when the Profile is displayed. The Basic information sub- tab consists of fields such as name, picture, and biography. 2. Enter the Full name as you want it to appear at the top of the Profile. This field is used for display purposes. 3. Enter the First name and Last name in the following two fields. These are used for sorting purposes. Note: Full name is the only mandatory field in a Profile, but all the name fields should be used. All other fields are optional and will not be displayed if not used. 1 P age

4 4. Your site may have been set up to use the Type field to help categorize people into different groups (e.g. Faculty, staff, students, etc.). If so, select from the available options. Note: To add options to the Type field (as well as other such fields throughout this feature), contact the WCM Support team at for assistance. 5. You can add a Picture to the Profile. The file should be one of the following types: png, gif, jpg, or jpeg. The file may be added by dragging and dropping it into the box which states Drag files here, or by clicking the blue + Add files link. Once you have selected the file, click Start upload. Note: Pictures will be scaled up or down to be 215 pixels wide. 6. A Biography may be added. 7. Unless otherwise specified, Profiles will be sorted alphabetically by Last name first, then by First name, if required. To manually change the order, you need to assign a Weight to a Profile. The more negative the value you select, the earlier the Profile will appear on the list. The more positive, the later it appears. 2 P age

5 The Work and Education sub- tab consists of fields that describe individual s position and educational background. 8. Use Position to describe position- related information. This typically consist of the individual s title. 9. Your site may have been set up to use the Department field to help categorize people into departments. If so, select from the available options. Note: To add options to the Department field (as well as other such fields throughout this feature), contact the WCM Support team at for assistance. 10. The individual s Degrees can be selected from a pre- populated list. First, select the type of degree from the drop- down menu (e.g. Bachelor s Degrees, Master s Degrees, etc.). Then, select the specific degree from the second drop- down menu that appears to the right (e.g. B.A., B.Sc., etc.). Then click Add. The added degree will appear below. You can keep adding degrees in this fashion until all the individual s degrees have been included. 3 P age

6 11. Certifications may be included. 12. Your site may have been set up to use the Associations and Fellowships field so that you may add this information to an individual s profile. If so, select from the available options. Note: To add options to the Associations and Fellowships field (as well as other such fields throughout this feature), contact the WCM Support team at for assistance. The Contact information sub- tab consists of fields with information on how to contact the individual. 13. The Address field is intended to be for a postal work address, not for a personal address. 14. Phone numbers may be added. Make sure to include the area code, however, there is no need to worry what format to use when entering the number. After saving the Profile, it will automatically appear in the following format: (xxx) xxx- xxxx. To add an additional phone number, click Add another item. 4 P age

7 15. An E- mail address may be added. 16. If needed, a Website may be included. The Title field is what people will see and click on to get to the URL that you specify in the next field. The Teaching and Research sub- tab consists of fields regarding an individual s teaching and research activities. 17. Affiliations may be added and are made up of two fields. The Title is what people will see on the profile. If there is a website related to this Affiliation, enter it into the URL field and the Title will become a clickable link. If there is no website, you can enter a Title only. 18. Graduate Program Affiliations may also be added and are entered into the text area that follows. 19. Any courses taught by the individual or other teaching activities can be entered into the Teaching field. 20. Describe Research Activities in following field. 5 P age

8 21. Use the Research Areas field to help categorize research activities into different areas. Type in the Research Area you want to add. To add more than one Research Area, separate each option with a comma. Any existing options that match what you are entering will appear as you type. In that case, click on the desired options. Existing options consist of any values previously entered into this field or a list of options that may have been pre- populated when the Profile feature was set up. 22. Your site may have been set up to use the Research Interests field to help categorize research activities into different areas of interest. If so, select from the available options. Note: To add options to the Research Interests field (as well as other such fields throughout this feature) or to pre- populate the options available in the Research Areas field, contact the WCM Support team at for assistance. 23. To include Research Personnel who relate to this individual (e.g. a PI s grad students and postdocs), enter their names in the Title field and, if applicable, you may provide a URL for each of the personnel (e.g. to the personnel s Profile or any other relevant URL). If there are no blank rows available, click the Add another item button to add a new row. 24. Include relevant information regarding this individual s Administrative Assistant or administrative team (e.g. name, contact information). 25. List Publications this individual has authored. 6 P age

9 26. Awards may also be listed. Enter the Award name, the Course name (for awards received for specific courses), and select the Year awarded. To add additional awards, click the Add another item button. 27. If you wish to create a menu link directly to this Profile, fill in the Menu settings accordingly. 28. Adjust any other relevant settings and then click Save at the bottom of the page. The completed Profile will appear with only the fields used appearing. 7 P age

10 Displaying the People Page In addition to having the ability to place individual Profiles anywhere in your site s menu, you can also display a master page with a list of all Profiles on your site. This People page will list all Profiles by Weight, then in alphabetical order by Last name (and then by First name, if necessary). A clickable index will appear at the top of the page, displaying an option to see All Profiles, as well as options for the first letter of each Last name represented (letters for which no Last name begins will not be displayed). You can create a hyperlink to the People page by adding /people to the end of your site s URL (e.g. site>/people). If you want to place the People page into your site s menu, follow the steps below. 1. Hover over Structure in the Administration menu. Move down to Menus, then over to Main menu, and then click the Add link option that appears. 2. Enter the Menu link title. This is the label people will see in the menu. Note: The title at the top of the People page will be People and cannot be changed, but you can call the Menu link title whatever you like. 3. Enter the word people into the Path field. Make sure to enter it all lower- case and with no slashes. 8 P age

11 4. The Description is optional. If used, it will appear when visitors hover their mouse pointer over the menu item. 5. Enabled should be left as is for the People page, unless you want to temporarily hide it from the menu. 6. Show as expanded is not relevant and should be ignored. 7. Select where you want this item to appear in the menu using the Parent link options. 8. Determine the exact placement of this menu item relative to the other items within the same menu by assigning a Weight. The more negative the value selected, the earlier it will appear on the list. 9. Click Save. 10. On the Main menu page, you will see the placement of the new Menu link within the entire menu. From here, you can edit or delete the Menu link, as well as selecting whether it is Enabled or not. You can also rearrange where it lies either by clicking the small arrowhead to the left of the Menu link and dragging it to the new position, or by clicking the Show row weights link on the far right and adjusting the Weight fields that will appear accordingly. Be sure to click Save configuration after you make changes. 9 P age

12 The People page will appear as follows. The clickable index is found at the top and each Profile may be accessed by clicking on the individuals name. 10 P age